PATRICK FINANCIAL GROUP, L.L.C.
Doing business as PATRICK FINANCIAL GROUP LLC.. SEC Form ADV profile.
Total regulatory AUM
$170,440,000
Discretionary
$170,440,000
Non-discretionary
$0
Firm details
- CRD number
- 124610
- SEC file number
- 801-80932
- Main office
- BRIGHTON, MI, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.